
IBM Q3 Earnings Preview: Software Growth and AI Demand in Focus
IBM reports third-quarter results on Oct. 21. Software growth, consulting demand, margins and free cash flow will shape the market response.

IBM reports third-quarter results on Oct. 21. Software growth, consulting demand, margins and free cash flow will shape the market response.

Alphabet reports third-quarter results on Oct. 28. Google Cloud growth is strong, but AI spending and free cash flow will shape the market response.

Meta reports October 21. Advertising growth, AI capital spending, operating margins and Reality Labs performance will shape the market response.

A BIS model says transformative AI could lift growth to 5.5%, but weaker consumer demand may instead push it below 2%.

Microsoft reports fiscal Q1 results on October 28. Azure growth, AI infrastructure spending, cloud margins and guidance lead the watchlist.

China proposed controls covering 23 AI technologies and began temporary pre-export registration while accepting public comments through November 15.

Amazon launched the $74.99 Bee Frontier wearable and previewed the $99.99 Bee Eclipse, extending its personal AI hardware and services lineup.

Mercedes-Benz and Nvidia are expanding their automated-driving partnership across vehicle software, computing, safety and production systems.

Gemini Notebook now offers short study videos, interactive learning reports and expanded quizzes grounded in students’ source materials.

OpenAI committed $5 million to a Simons Foundation program that will fund mathematicians reviewing and extending AI-generated research.